The Compound and Friends · Monday, June 29, 2026
Andrew Kang identified manufacturing capacity as the primary bottleneck for the widespread adoption of humanoid robots, projecting that intelligence capabilities will be sufficient within one to two years. He noted that building factories capable of producing millions of robots annually will take time, but expects this to be resolved within three to four years.
“Yeah, I would say, you know, intelligence is going to get there in the next one or two years. If you kind of like take a look inside the research labs or some of these, uh, headquarters of humanoid robot companies, it's kind of magical. Um, but, you know, we can only produce so many robots per year.”
“And to produce, say, a factory that can manufacture a million or 10 million robots per year, that'll take, you know, a little bit of time to get going. So that'll be the bottleneck. But we're going to solve it in the next three, four years.”